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Technology Stocks : Intel Corporation (INTC)

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To: Eric Yang who wrote (47535)	2/10/1998 10:49:00 AM
From: Time Traveler	Read Replies (1) of 186894

Eric, Even if your claim that PPC-750 and 604e on 0.25um have been ubiquitously available since August of '97 turns out to be true, you are right. Before P-II on 0.25um is out, it is fair to compare PPC-750 on 0.25um with P-II on 0.35um. However, P-II on 0.25um is already out on mass, you have to start comparing PPC-750 with P-II on 0.25um. In putting myself as an average consumer, I noticed the new ad from Apple very amusing. It shows the top-of-the-line Apple running faster than a snail carrying a very load. The question thus comes up in my mind is that. If I remove that heavy load off that poor snail, would it be crawling faster than that Apple? So you claim that PPC-750 is cheaper than P-II in similar performance. Why is an Apple selling a lot more than a P-II system of similar performance? Buying an Apple is like buying a Ferrari. Since the roads are not designed to allow this car to run near my level of satisfaction, this car becomes very much useless. The only way I can use this car is just leaving it a garage, making it a bragging piece whenever friends or relatives coming to visit. The Apple is in a similar situation. If your claim that Apple is getting these PPC from IBM at huge discounts, that would easily explain the short fall to IBM's profit recently. Correct me if I am wrong. IBM is the only one producing PPC-750 nowadays. They have the monopoly, and their only customer wants and needs this product. So IBM does not have to give such great discount to Apple as you have claimed! John.

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